LFA

Legend Financial Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Sells

1 +$885K
2 +$796K
3 +$406K
4
LCR icon
Leuthold Core ETF
LCR
+$285K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$109K

Sector Composition

1 Technology 3.84%
2 Financials 3.81%
3 Consumer Discretionary 2.69%
4 Energy 1.45%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$19K 0.01%
460
+280
102
$18.9K 0.01%
97
103
$18.6K 0.01%
94
104
$18.1K 0.01%
133
105
$18.1K 0.01%
820
106
$17.8K 0.01%
75
107
$17.7K 0.01%
74
108
$17.5K 0.01%
258
109
$17.4K 0.01%
131
110
$17.2K 0.01%
204
111
$17.2K 0.01%
444
+228
112
$17K 0.01%
98
113
$16.9K 0.01%
197
114
$16.8K 0.01%
173
-16
115
$16.7K 0.01%
312
116
$16.6K 0.01%
121
+83
117
$16.5K 0.01%
21
118
$16.3K 0.01%
157
119
$15.4K 0.01%
420
120
$15.2K 0.01%
+544
121
$15.2K 0.01%
100
122
$15.2K 0.01%
66
123
$13.9K 0.01%
130
124
$13.3K 0.01%
133
125
$13.3K 0.01%
65